Creating and Managing Contacts

ServiceTrade offers contact management at the location and at the company level. In this article, we cover all aspects of creating and managing contacts via a video walk-through. Q&A after the video.

FAQ:

Can I add additional fields to contacts, such as fax #?

See video.ServiceTrade location or company contacts represent up to three phone numbers and an email address. If you have a contact that has a nonstandard phone number type, such as a fax number, use the 'Alternate Phone' field.

How do I export contacts?

Currently, you can only export contacts on the location page under, Customers > Locations. You may go to the locations list, then export locations with contacts. This will provide all the contacts that are in the list of locations in spreadsheet format.